MediaTek（2454）株式概要
メディアテック社は、台湾、アジア地域、および国際的なマルチメディア集積回路（IC）の研究、開発、生産、製造、マーケティングに従事している。 詳細
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Analyst Price Targets
MediaTek Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$4,475.00 |
| 52週高値 | NT$4,970.00 |
| 52週安値 | NT$1,130.00 |
| ベータ | 1.63 |
| 1ヶ月の変化 | 41.84% |
| 3ヶ月変化 | 153.54% |
| 1年変化 | 259.44% |
| 3年間の変化 | 482.68% |
| 5年間の変化 | 348.40% |
| IPOからの変化 | 5,965.92% |
最新ニュース
Recent updates
ナラティブの更新 • Jun 03
2454: Edge AI And Data Center Hype Will Eventually Disappoint
Analysts have raised their price target for MediaTek from about NT$2,295 to around NT$4,131, citing updated assumptions that include higher forecast revenue growth, a slightly adjusted discount rate, a modestly lower profit margin, and a higher future P/E multiple. What's in the News MediaTek is collaborating with NVIDIA on the RTX Spark processor class for Windows 11 PCs, combining MediaTek SoC and connectivity expertise with NVIDIA's AI platform to target thin laptops and small form factor desktops for agentic AI, content creation, and gaming.ナラティブの更新 • Apr 29
2454: Edge AI And Data Center Hype Will Eventually Disappoint
Analysts have adjusted their fair value estimate for MediaTek from NT$2,085.62 to NT$2,294.74. The revision reflects updated views on revenue growth, profit margin and forward P/E assumptions.ナラティブの更新 • Apr 13
2454: Edge AI And Data Center Solutions Will Drive Future Upside Potential
Analysts have slightly reduced their fair value estimate for MediaTek from NT$2,099.16 to NT$2,085.62, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News MediaTek, Microsoft Research and partners introduced an Active MicroLED Cable design for data centers that targets lower power use, copper-like reliability and extended reach, with a path to 800 Gbps and higher within standard optical form factors (Client Announcements).ナラティブの更新 • Mar 29
2454: Edge AI And Data Center Chips Will Support Future Upside Potential
Analysts have modestly adjusted their fair value estimate for MediaTek to NT$2,099 from NT$2,077, reflecting updated assumptions on revenue growth, profit margins, and future P/E levels. What's in the News MediaTek, Microsoft Research, and partners revealed a next generation Active MicroLED Cable design that targets lower power use, longer reach, and copper like reliability for data center interconnects, using hundreds of low speed MicroLED channels instead of traditional laser links (Key Developments).ナラティブの更新 • Mar 12
2454: Edge AI And Automotive Chips Will Support Future Upside Potential
Analysts have kept their fair value estimate for MediaTek steady at around NT$2,076, while slightly adjusting inputs such as the discount rate and assumed future P/E to reflect updated views on risk and long term earnings potential. What's in the News MediaTek, MiTwell and RGo Robotics introduced a visual real time localization solution for warehouses, logistics and industrial sites, using the Genio 720 edge AI platform to turn forklifts, robots, drones and other machines into perception enabled agents that share data across facilities (Key Developments).ナラティブの更新 • Feb 25
2454: AI And Automotive Chip Advances Will Drive Future Upside Potential
Analysts kept their fair value estimate for MediaTek broadly unchanged at around NT$2,076.95, with only small tweaks to assumptions for discount rate, long term revenue growth, profit margin, and future P/E informing a largely steady view on the company. What's in the News MediaTek introduced its Dimensity 9500s flagship mobile chipset, built on a 3nm process with an All Big Core CPU architecture, Immortalis-G925 GPU and an NPU tuned for generative AI and multi-modal models.ナラティブの更新 • Feb 10
2454: AI And Automotive Chip Expansion Will Drive Future Upside Potential
Analysts have raised their fair value estimate for MediaTek from $1,674.90 to $2,076.95, reflecting higher assumed revenue growth and a richer future P/E multiple, partly offset by a lower profit margin outlook and a slightly reduced discount rate. What's in the News MediaTek introduced its Dimensity 9500s and Dimensity 8500 chipsets, targeting flagship and premium smartphones with a focus on performance, power efficiency, AI features, imaging, gaming, and wireless connectivity, including a 3nm process and All Big Core CPU designs (Key Developments).ナラティブの更新 • Jan 26
2454: AI And Automotive Partnerships Will Support Balanced Future Return Potential
Analysts have raised their fair value estimate for MediaTek to NT$1,674.90 from NT$1,584.51, citing slightly stronger assumptions around revenue growth, profit margins and future P/E multiples. What's in the News MediaTek introduced its Dimensity 9500s flagship SoC, built on a 3nm process with an All Big Core CPU architecture.
新しいナラティブ • Jan 26
AI And Automotive Catalysts Will Drive A Powerful Multi Year Upswing
Catalysts About MediaTek MediaTek designs and supplies semiconductor solutions for smartphones, edge devices, automotive systems and data center customers. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 10
2454: Automotive And AI Partnerships Will Drive Future Upside Potential
Analysts have nudged their price target on MediaTek higher to reflect modestly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E, which together suggest a slightly different balance of risk and return than before. What's in the News MediaTek is working with DENSO on a custom automotive SoC for Advanced Driver Assistance Systems and cockpit systems, targeting ISO 26262 ASIL-B/D functional safety, AEC-Q100 qualification, and support for multi sensor fusion across camera, radar, and lidar (Key Developments).ナラティブの更新 • Dec 26
2454: AI Platform Partnerships Will Drive Future Upside Potential
Analysts have slightly increased their price target on MediaTek, citing modest improvements in projected fair value to $1,584.51, along with incremental upgrades to long term growth, profitability, and valuation assumptions. What's in the News Kynetics forms a strategic partnership with MediaTek to deliver customized Android deployments and long term support for Genio platforms, accelerating development and deployment for industrial and consumer applications (Key Developments) MediaTek collaborates with NVIDIA on the GB10 Grace Blackwell Superchip for DGX Spark, a desktop AI supercomputer enabling developers to fine tune and deploy large AI models with up to 1 PFLOP of performance (Key Developments) MediaTek and Airoha unveil a new AI Fiber Gateway platform at Network X 2025, combining Wi Fi 7 and XGS PON to boost network efficiency by over 30 percent and cut recovery times by 40 percent for telecom operators (Key Developments) Valuation Changes The fair value estimate has risen slightly to NT$1,584.51 from NT$1,576.25, reflecting a modest upward revision in intrinsic valuation.ナラティブの更新 • Dec 12
2454: AI Platform Partnerships Will Drive Long-Term Upside Potential
Analysts have nudged their price target for MediaTek higher, lifting fair value by roughly 1 percent to about $1,576, citing slightly stronger long term revenue growth expectations and modestly lower discount rates that together outweigh a small downward tweak to projected profit margins. What's in the News Kynetics formed a strategic partnership with MediaTek to deliver custom Android deployments for Genio platforms, promising faster development cycles, long term support, and enhanced security for industrial and consumer devices (client announcement).ナラティブの更新 • Nov 28
2454: Next-Gen AI Platform Collaboration Will Drive Long-Term Upside Potential
Analysts have raised their price target for MediaTek from $1,547.72 to $1,565.22. They cite expectations of stronger revenue growth and slightly improved profit margins as factors driving future performance.ナラティブの更新 • Nov 14
2454: AI Partnerships And Platform Launches Will Drive Future Opportunity
Analysts have revised their fair value estimate for MediaTek downward, from NT$1,579.95 to NT$1,547.72, because of slight reductions in projected revenue growth and profit margin expectations. What's in the News MediaTek and NVIDIA are collaborating on the GB10 Grace Blackwell Superchip, powering the DGX Spark personal AI supercomputer for desktop developers.ナラティブの更新 • Oct 31
2454: AI Alliances And Next-Gen Connectivity Will Drive Stronger Performance Ahead
Analysts have slightly lowered their price target for MediaTek to $1,579.95 from $1,600.40. This reflects marginal adjustments in growth forecasts and profitability expectations.ナラティブの更新 • Oct 17
Edge AI SoCs And 5G Connectivity Will Transform Markets
Analysts have slightly lowered their price target for MediaTek from $1,620.85 to $1,600.40, citing modest adjustments to revenue growth and profit margin forecasts. What's in the News MediaTek partnered with NVIDIA to co-design the GB10 Grace Blackwell Superchip, which powers NVIDIA DGX Spark, a personal AI supercomputer for developers.ナラティブの更新 • Sep 23
Edge AI SoCs And 5G Connectivity Will Transform Markets
MediaTek’s consensus price target has seen a marginal downward revision to NT$1621, reflecting slightly lower future P/E and revenue growth forecasts. What's in the News MediaTek launched the Dimensity 9500, a flagship mobile platform featuring significant gains in performance, AI capabilities, gaming efficiency, and power management, with integrated support for advanced imaging, adaptive display, and next-generation connectivity technologies; devices using this chip are expected in Q4 2025.ナラティブの更新 • Sep 04
Edge AI SoCs And 5G Connectivity Will Transform Markets
With no major changes in key valuation metrics such as the discount rate and future P/E, MediaTek’s consensus analyst price target remained stable at NT$1645. What's in the News MediaTek forecasts Q3 2025 revenue between TWD 130.1-140 billion, representing a 7% to 13% sequential decline but a year-over-year range from -1% to +6%; in USD, revenue is expected at $4.49-4.83 billion, down 1% to 8% sequentially and up 10% to 18% year-over-year.
新しいナラティブ • Nov 07
Unleashing AI Innovation To Drive Growth In The Mobile, Cloud, And Automotive Sectors
MediaTek's edge AI SoC and strategic alliances enhance its market position, driving potential revenue growth through high-end mobile devices and AI applications.株主還元
| 2454 | TW Semiconductor | TW 市場 | |
|---|---|---|---|
| 7D | 1.5% | 2.7% | 4.4% |
| 1Y | 259.4% | 157.3% | 109.5% |
業界別リターン: 2454過去 1 年間で157.3 % の収益を上げたTW Semiconductor業界を上回りました。
リターン対市場: 2454過去 1 年間で109.5 % の収益を上げたTW市場を上回りました。
価格変動
| 2454 volatility | |
|---|---|
| 2454 Average Weekly Movement | 10.7% |
| Semiconductor Industry Average Movement | 9.7% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
安定した株価: 2454の株価は、 TW市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 2454の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | n/a | Rick L. Tsai | www.mediatek.com |
メディアテック社は、マルチメディア集積回路（IC）の研究、開発、生産、製造、マーケティングを台湾、アジア地域、および国際的に行っている。マルチメディア向け、コンピュータ周辺機器向け、コンシューマー向け、その他様々なアプリケーション向けのICを提供している。また、ソフトウェアおよびハードウェア・ソリューションの設計、試運転、保守・修理、技術相談サービス、IC製品の特許および回路レイアウト権の販売・委任も行っている。さらに、研究、マーケティング、技術サービス、知的財産権管理サービス、一般投資サービスも提供している。同社は1997年に設立され、台湾の新竹市に本社を置いている。
MediaTek Inc. 基礎のまとめ
| 2454 基礎統計学 | |
|---|---|
| 時価総額 | NT$7.25t |
| 収益（TTM） | NT$100.15b |
| 売上高(TTM) | NT$591.80b |
71.3x
PER（株価収益率12.1x
P/Sレシオ2454 は割高か？
公正価値と評価分析を参照収益と収入
| 2454 損益計算書（TTM） | |
|---|---|
| 収益 | NT$591.80b |
| 売上原価 | NT$313.48b |
| 売上総利益 | NT$278.33b |
| その他の費用 | NT$178.18b |
| 収益 | NT$100.15b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 62.75 |
| グロス・マージン | 47.03% |
| 純利益率 | 16.92% |
| 有利子負債／自己資本比率 | 4.2% |
2454 の長期的なパフォーマンスは？
過去の実績と比較を見る| MediaTek 配当日 | |
|---|---|
| 配当落ち日 | Jul 07 2026 |
| 配当支払日 | Jul 31 2026 |
| 配当落ちまでの日数 | 32 days |
| 配当支払日までの日数 | 56 days |
2454 配当は確実ですか？
2454 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/04 05:36 |
| 終値 | 2026/06/04 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
MediaTek Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40
| アナリスト | 機関 |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |